Frank X Addonizio

Frank X Addonizio
CFP®, CRPC®
Associate Financial Advisor with the practice of John Curtin
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(978) 777-6500
175 Andover St
Ste 201
Danvers, MA 01923
(877) 524 - 5522
20 Park Plz
Boston, MA 02116


frank.x.addonizio@ampf.com

Contact Information


(978) 777-6500
175 Andover St
Ste 201
Danvers, MA 01923

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CURTIN AND ASSOCIATES

A financial advisory practice of
Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/frank.x.addonizio

My Philosophy

I've been helping people reach their goals for 13 years.

I help my clients achieve their financial objectives through a long-term relationship based on personalized, knowledgeable advice.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

Experience

Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • CHARTERED RETIREMENT PLANNING COUNSELOR

Professional Associations

  • Financial Planning Association
  • Greater Boston Business Council
  • Commonwealth of Massachusetts, Notary Public

Community Participation

  • Point Foundation
  • Rotary Internatinonal
  • Greater Boston Buisness Council
  • Mystic Valley Elder Services, Money Management Program

License information

I am licensed and registered to conduct business in MA.

Based on licenses and registrations I hold, I may also conduct certain business in VA, FL, GA, HI, ME, MI, NH, NJ, NY, PA, VT, RI, CO

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Asset Allocation
  • General Financial Planning

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My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.